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Invesco India Dynamic Equity Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹378 Cr | ₹935 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 04 Oct 2007 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | % | 173% |
| Expense Ratio | 2.37 | 2.15 |
| Manager | Vikrant Mehta | Amit Ganatra |
| ISIN Code | INF00XX01655 | INF205K01213 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 2.62% | 3.53% |
| 6 Month | -5.83% | -5.46% |
| 1 Year | 2.84% | 6.06% |
| 3 Year | 8.67% | 11.25% |
| 5 Year | 13.49% | 15.91% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | -1.92% | -3.03% |
| 1 Year | -2.28% | -2.41% |
| 3 Year | 10.54% | 12.19% |
| 5 Year | 10% | 11.85% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 13.11% | 11.45% |
| 3 Year | 10.01% | 10.8% |
| 5 Year | 6.18% | 10.87% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 7.494% | 7.47% |
| Sharp | 0.221% | 0.54% |
| Beta | - | 1.05% |
| Alpha | - | 1.84% |
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Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Vikrant Mehta | Amit Ganatra |
| Total AUM | ₹698 Cr | ₹23585 Cr |
| Funds Managed | 8 | 5 |
| ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 35.82 | 36.75 |
| Large Cap | 54.6 | 49.88 |
| Mid Cap | 4.68 | 9.68 |
| Small Cap | 4.9 | 3.68 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 34.87 | 34.7 |
| Communication Services | 3.81 | 2.05 |
| Energy | 5.19 | 4.57 |
| Industrials | 4.19 | 10.14 |
| Technology | 8.86 | 10.71 |
| Basic Materials | 4.99 | 1.68 |
| Financial Services | 23.69 | 13.67 |
| Healthcare | 3.62 | 8.59 |
| Consumer Cyclical | 5.96 | 7.94 |
| Consumer Defensive | 2.65 | 1.98 |
| Real Estate | 0.32 | 0.99 |
| Utilities | 1.85 | 2.98 |
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